Rational Defensive Growth Fund Buy Hold or Sell Recommendation

HSUTX Fund  USD 60.83  1.41  2.37%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Rational Defensive Growth is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Rational Defensive Growth given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Rational Defensive Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Rational Defensive Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Rational and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Rational Defensive Growth. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in estimate.

Execute Rational Defensive Buy or Sell Advice

The Rational recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Rational Defensive Growth. Macroaxis does not own or have any residual interests in Rational Defensive Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Rational Defensive's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Rational DefensiveBuy Rational Defensive
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Rational Defensive Growth has a Risk Adjusted Performance of (0.12), Jensen Alpha of (0.09), Total Risk Alpha of (0.03) and Treynor Ratio of (0.20)
Macroaxis provides unbiased recommendation on Rational Defensive Growth that should be used to complement current analysts and expert consensus on Rational Defensive Growth. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Use Rational Defensive Growth number of employees and the relationship between the one year return and ten year return to ensure your buy or sell decision on Rational Defensive Growth is adequate.

Rational Defensive Trading Alerts and Improvement Suggestions

Rational Defensive generated a negative expected return over the last 90 days
The fund retains 100.36% of its assets under management (AUM) in equities

Rational Defensive Returns Distribution Density

The distribution of Rational Defensive's historical returns is an attempt to chart the uncertainty of Rational Defensive's future price movements. The chart of the probability distribution of Rational Defensive daily returns describes the distribution of returns around its average expected value. We use Rational Defensive Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Rational Defensive returns is essential to provide solid investment advice for Rational Defensive.
Mean Return
-0.18
Value At Risk
-2.62
Potential Upside
1.59
Standard Deviation
1.26
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Rational Defensive historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Rational Defensive Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Rational Defensive or Rational Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Rational Defensive's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Rational fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.09
β
Beta against Dow Jones0.95
σ
Overall volatility
1.29
Ir
Information ratio -0.07

Rational Defensive Volatility Alert

Rational Defensive Growth exhibits very low volatility with skewness of -0.83 and kurtosis of 1.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Rational Defensive's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Rational Defensive's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Rational Defensive Fundamentals Vs Peers

Comparing Rational Defensive's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Rational Defensive's direct or indirect competition across all of the common fundamentals between Rational Defensive and the related equities. This way, we can detect undervalued stocks with similar characteristics as Rational Defensive or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Rational Defensive's fundamental indicators could also be used in its relative valuation, which is a method of valuing Rational Defensive by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Rational Defensive to competition
FundamentalsRational DefensivePeer Average
Price To Earning20.92 X6.53 X
Price To Book2.59 X0.74 X
Price To Sales1.47 X0.61 X
Year To Date Return1.63 %0.39 %
One Year Return9.03 %4.15 %
Three Year Return11.97 %3.60 %
Five Year Return14.14 %3.24 %
Ten Year Return11.11 %1.79 %
Net Asset51.77 M4.11 B
Cash Position Weight0.04 %10.61 %
Equity Positions Weight100.36 %63.90 %

Rational Defensive Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Rational . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Rational Defensive Buy or Sell Advice

When is the right time to buy or sell Rational Defensive Growth? Buying financial instruments such as Rational Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Rational Defensive in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Small Growth Funds Thematic Idea Now

Small Growth Funds
Small Growth Funds Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in Rational Mutual Fund

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